High Street Financial, founded in 1998, offers investment supervisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, partnerships, and other business entities. High Street manages accounts in three categories: Core 20, Core 150, and Core Annuity, using mutual funds, exchange-traded funds, equities, and fixed income securities. The firm employs a Dynamic Style Rotation approach, actively adjusting portfolio weightings among equity and fixed income styles. High Street does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
For accounts that are directly related, a consolidated fee may be assessed. In the past High Street has honored other advisors' pricing structures. Fees may also be negotiated based on a variety of factors such as account size, tenure, etc.